Liberty and Finance, Released on 1/30/25 (Recorded on 1/24/25)

Doomberg discusses the significant policy shifts under Trump’s new presidency, particularly in the energy sector. He argues that Trump’s pro-fossil fuel stance could boost traditional energy production but hurt alternative energy investments like wind and solar. While this is bullish for energy supply, it may drive down energy prices and impact energy equities, except those tied to volume rather than price. Doomberg also points out that Trump’s reliance on executive orders for energy policy raises constitutional concerns. Finally, he suggests that geopolitical instability under such a presidency could push central banks to view U.S. Treasuries as risky, increasing demand for more neutral reserves like gold.

0:00 Intro
3:10 Trump administration
14:58 China’s military
19:55 Food security
23:26 Agriculture
25:30 Gold
29:00 Doomberg
30:38 Weekly specials

Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity and finance to deliver innovative thinking and clarity to complex problems. Doomberg on Substack: https://doomberg.substack.com.

  doomberg, gold, investing, Trump